Editing Notification Settings in M-Files Admin

M-Files can be requested to send email notifications to users about object-related actions. Users can create new notification rules in M-Files Desktop (see Editing Notification Settings in M-Files Desktop and Metadata card option ribbon).

Note: You must have read permissions to a document to get notifications related to it.
For the notifications to be sent, these features must be enabled:

To enable email notifications, do these steps on the M-Files server computer:

  1. Open M-Files Admin.
  2. In the left-side tree view, right-click a connection to M-Files server.
  3. Click Notification Settings.
    Result:The Notification Settings dialog is opened.
  4. Select Enable notifications.
  5. In SMTP server, enter the address of the SMTP server that sends the notification email messages.
  6. Optional: Enable Use encrypted connection (SSL/TLS) if the connection to the SMTP server is encrypted.
  7. In SMTP server port, enter the port number for the SMTP server.

    The default ports are 25 (without encryption), and 587 (with encryption), but you can change the port number to, for example, 465.

  8. Optional: Enable SMTP server requires authentication if the SMTP server requires the sender to be authenticated.
    1. In Account name, enter the username of the sender's email account.
    2. In Password, enter the password of the sender's email account.
  9. In Sender's e-mail address, enter the email address for the notification sender.
  10. In Sender's display name, enter the name for the notification sender.
    The name is shown in the From field of the notification messages.
  11. In Digest message, specify the time when the daily digest messages are sent.
    M-Files users can select to receive their notifications as individual messages or as a daily digest message. For more information, see Editing Notification Settings in M-Files Desktop.
  12. Click OK to save your changes and to close the Notification Settings dialog.
Notifications are now enabled on the M-Files server.